Morgan Stanley Raises Natera (NTRA) Price Target to $435

Morgan Stanley maintains an Overweight rating on Natera with a new price target of $435, a 10.13% upside from the current price.

By EarningsIQ Research Desk · Published Oct 16, 2026, 2:07 PM EDT

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Morgan Stanley raised its price target on Natera, Inc. ($NTRA) to $435 from $355 on October 13, 2026, and rates the stock "Overweight".

Since the rating, $NTRA is down 0.6% to date (from the $395.65 close on Oct 13, 2026).

NTRA Natera, Inc.

$393.44 +71.93% year to date

Daily close · Oct 16, 2026

Key Points

On October 13, 2026, Morgan Stanley reiterated its Overweight rating on Natera, Inc. with a price target of $435, up from $355.
Morgan Stanley's $435 price target implies 10.13% upside from Natera, Inc.'s ($NTRA) current $394.99 share price.
Natera's shares recently traded around $394.99, which is about 9.2% below the new price target.
The company's revenue grew by 37.7% year-over-year, reflecting strong business performance in the diagnostics sector.

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Morgan Stanley reiterated its Overweight rating on Natera, Inc. (NasdaqGS: NTRA) on October 13, 2026, raising its price target from $355 to $435. This change reflects the firm's positive outlook on Natera's growth potential in the diagnostics industry.

Natera's recent performance has been strong, with revenue for the trailing twelve months reaching about $2.71 billion. The company is known for its molecular testing services, including various blood tests for cancer detection and monitoring. This growth is a key driver behind Morgan Stanley's updated rating.

Other Institutional Activity in Natera

Several other institutional investors have been active with their stakes in Natera. JPMorgan Chase & Co. trimmed its holdings by 520,718 shares, leaving it with about 12.9 million shares valued at approximately $5.06 billion. Meanwhile, BlackRock Inc. increased its position by 237,042 shares, totaling about 10.9 million shares worth around $4.29 billion. Price (T. Rowe) Associates Inc. reduced its stake significantly by 3.2 million shares, holding about 9.0 million shares valued at approximately $3.55 billion. Vanguard Capital Management LLC added 219,904 shares, bringing its total to about 6.2 million shares worth around $2.45 billion.

Natera, Inc. Stock Down 2.4%

Natera's shares recently traded at $394.99 as of October 16, 2026. This price is about 9.2% below Morgan Stanley's new price target of $435. The stock has shown resilience in a competitive market, especially given its strong revenue growth.

12-month forecast

$NTRA price target

Natera, Inc. daily closes and this analyst's $435 target. Not advice.

Recent Earnings

Natera reported a revenue of approximately $2.71 billion for the trailing twelve months, with a year-over-year growth rate of 37.7%. However, the company has a negative net margin of 7.1% and a return on equity of -12.5%. The next earnings report is scheduled for November 5, 2026.

Insider Buying and Selling at Natera, Inc.

In recent insider transactions, Chief Executive Officer Steven Leonard Chapman sold 1,698 shares on September 1, 2026, at an average price of $320.99, totaling about $545,041. Officer Solomon Moshkevich sold 18,160 shares on September 2, 2026, valued at approximately $5.92 million. Matthew Rabinowitz, an officer and director, sold 50,000 shares on September 11, 2026, valued at around $16.40 million, and another 102,000 shares on September 15, 2026, totaling about $34.80 million. These transactions were not part of any planned sales.

Analysts Set New Price Targets

On October 13, 2026, Morgan Stanley maintained its Overweight rating on Natera with a new price target of $435, up from $355. This follows similar actions from other firms; Guggenheim maintained a Buy rating with a target of $475, Citigroup also maintained a Buy rating with a target of $480, and Barclays kept its Overweight rating with a target of $475. The consensus among analysts is positive, reflecting confidence in Natera's growth prospects.

About Natera

Natera, Inc. is a diagnostics company based in Austin, Texas, that specializes in molecular testing services. It offers a range of tests, including Signatera for cancer monitoring and Latitude for colorectal cancer detection. The company's focus on innovative testing solutions is central to its growth strategy and aligns with the positive sentiment from analysts.

Bottom Line

Investors should keep an eye on Natera's upcoming earnings report on November 5, 2026, as it may provide further insights into the company's growth trajectory and financial health. Morgan Stanley's reiterated rating and increased price target highlight the firm's confidence in Natera's potential in the healthcare market.